WEBULL

Analysts Are Updating Their Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Estimates After Its Third-Quarter Results

Simply Wall St · 2d ago

Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) last week reported its latest third-quarter results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. The result was positive overall - although revenues of US$614m were in line with what the analysts predicted, Ollie's Bargain Outlet Holdings surprised by delivering a statutory profit of US$0.75 per share, modestly greater than expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

earnings-and-revenue-growth
NasdaqGM:OLLI Earnings and Revenue Growth December 12th 2025

Taking into account the latest results, the most recent consensus for Ollie's Bargain Outlet Holdings from 15 analysts is for revenues of US$3.00b in 2027. If met, it would imply a meaningful 18% increase on its revenue over the past 12 months. Per-share earnings are expected to bounce 22% to US$4.46. In the lead-up to this report, the analysts had been modelling revenues of US$2.98b and earnings per share (EPS) of US$4.41 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

Check out our latest analysis for Ollie's Bargain Outlet Holdings

It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$142. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Ollie's Bargain Outlet Holdings at US$162 per share, while the most bearish prices it at US$120. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's clear from the latest estimates that Ollie's Bargain Outlet Holdings' rate of growth is expected to accelerate meaningfully, with the forecast 14% annualised revenue growth to the end of 2027 noticeably faster than its historical growth of 7.6% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 10% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Ollie's Bargain Outlet Holdings is expected to grow much faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at US$142, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Ollie's Bargain Outlet Holdings analysts - going out to 2028, and you can see them free on our platform here.

Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here.